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Joseph P. Lucia & Associates’s Dorchester Minerals DMLP Stock Holding History

Joseph P. Lucia & Associates’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$2K – 592
2021
Q2 		$2K Sell
100
-570
-85% -$8.68K ﹤0.01% 507
2021
Q1 		$9K Hold
670
– – ﹤0.01% 365
2020
Q4 		$7K Buy
+670
New +$7.23K ﹤0.01% 357
2020
Q3 		– Sell
-1,240
Closed -$16K – 170
2020
Q2 		$16K Hold
1,240
– – 0.01% 258
2020
Q1 		$12K Sell
1,240
-200
-14% -$3.07K 0.01% 266
2019
Q4 		$28K Hold
1,440
– – 0.03% 218
2019
Q3 		$27K Hold
1,440
– – 0.03% 217
2019
Q2 		$26K Sell
1,440
-30
-2% -$564 0.03% 222
2019
Q1 		$28.1K Buy
+1,470
New +$25.7K 0.05% 147

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Joseph P. Lucia & Associates's DMLP Position: Q3 2021 in Review

Joseph P. Lucia & Associates sold out of Dorchester Minerals (DMLP) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in DMLP in Q1 2019 and held it in 9 quarters. The position peaked at $28.1K in Q1 2019. 75 funds tracked by Wall St. Rank hold DMLP as of Q3 2021.

  • Joseph P. Lucia & Associates reported no remaining Dorchester Minerals position as of Q3 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 Dorchester Minerals shares in Q3 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Dorchester Minerals in Q1 2019 and held it in 9 quarters.
  • Joseph P. Lucia & Associates's Dorchester Minerals position peaked at $28.1K in Q1 2019.
  • 75 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2021, filed 13 Oct 2021.